Our commitment to your privacy
MPIC Financial Services respects your privacy. This policy explains the information we collect through our website, applications and related services, how we use it and the choices available to you.
Information we collect
We may collect information you provide, including your name, email address, phone number, city, state, applicant type, package selection, PTIN or EFIN status, tax-business experience, team information and other details you submit during application, enrollment, onboarding or support.
We may also collect basic website-use information, such as browser type, device information, pages visited and interaction data. Payments may be processed by third-party payment providers under their own privacy practices.
How we use information
- Review and respond to applications.
- Provide enrollment, onboarding, training and support.
- Send account, application, service and training updates.
- Process payments and maintain business records.
- Improve our website, services and internal processes.
- Protect against fraud, misuse and security threats.
- Meet legal, regulatory and recordkeeping obligations.
Text messages and email
If you provide consent, MPIC Financial Services may send application updates, onboarding instructions, training reminders, account notices and promotional messages by text or email. Message frequency varies. Message and data rates may apply. Reply STOP to opt out of text messages or HELP for assistance. Consent to marketing messages is not a condition of purchase.
Mobile information: We do not sell or share mobile phone information, text-message opt-in data or consent with third parties or affiliates for their marketing or promotional purposes.
How information may be shared
We may share information with service providers that help us operate our website, forms, communications, payments, training and business services. They may use information only to perform services for us. We may also disclose information when required by law, to protect rights or safety, or as part of a business transfer.
Cookies and analytics
Our website and service providers may use cookies or similar technology to keep the site working, understand usage and improve performance. Browser settings may allow you to limit cookies.
Security and retention
We use reasonable administrative and technical safeguards, but no online system is completely secure. We retain information as reasonably needed for the purposes described in this policy and for legal, compliance and recordkeeping requirements.
Your choices
You may request access, correction or deletion of certain personal information, subject to legal and business-record requirements. You may also opt out of marketing communications at any time.
Children's privacy
Our services are intended for adults and are not directed to children under 13.
Policy updates
We may update this policy. The effective date above will show when it was last revised.
Contact us
Questions or privacy requests may be emailed to [email protected].